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Name Holding Trade Value Shares
Change
Change in
Stake
LP
1701
LGL Partners
Pennsylvania
$417K +$32.8K +153 +9%
CAN
1702
Claraphi Advisory Network
United States
$417K +$417K +1,944 New
PWMG
1703
Prestige Wealth Management Group
New Jersey
$416K +$36.9K +172 +10%
WANY
1704
Wealthspire Advisors (New York)
New York
$416K +$415K +1,937 New
AIM
1705
Acropolis Investment Management
Missouri
$414K
JA
1706
JOYN Advisors
Georgia
$414K +$6.65K +31 +2%
PAS
1707
Partnervest Advisory Services
California
$413K +$52.5K +245 +15%
HIS
1708
Horizon Investment Services
Indiana
$410K
GWS
1709
Glassman Wealth Services
Virginia
$409K -$18.2K -85 -4%
CII
1710
Capital International Inc
California
$408K -$152K -708 -27%
MA
1711
MANA Advisors
New York
$408K -$68.8K -321 -14%
DE
1712
Day & Ennis
Georgia
$407K -$54.2K -253 -12%
CWM
1713
Cranbrook Wealth Management
Michigan
$406K +$16.7K +78 +4%
PAM
1714
Private Asset Management
California
$405K
BIA
1715
Bigelow Investment Advisors
Maine
$404K
PAIM
1716
Punch & Associates Investment Management
Minnesota
$404K
NFG
1717
Nations Financial Group
Iowa
$403K -$65K -303 -13%
WA
1718
WealthTrust Axiom
Pennsylvania
$403K -$12.9K -60 -3%
CCA
1719
Clearwater Capital Advisors
Illinois
$402K -$15.9K -74 -4%
SA
1720
Strategic Advisors
New York
$402K +$1.72K +8 +0.4%
KIC
1721
Keating Investment Counselors
Florida
$400K -$42.9K -200 -10%
MC
1722
Middleton & Co
Massachusetts
$400K -$36.7K -171 -8%
ACM
1723
Ategra Capital Management
Virginia
$399K -$69.5K -324 -15%
PAG
1724
Pinnacle Advisory Group
Maryland
$399K +$5.14K +24 +1%
BWP
1725
BSW Wealth Partners
Colorado
$396K +$82.8K +386 +26%